How To Add a Workflow Instance

For clients with Competitive Award Management or Workflow

The Workflow module allows clients to build customized workflows to match business processes. Workflow instances are comprised of queues (phases or stopping points) and actions. For more information about the Workflow module, see the AmpliFund Workflow User Guide.

Workflow instances contain queues and actions related to one process. Workflow instances can only be related to one object type, such as grants or opportunities.

1. Open Administration>System Administration>Workflow.
2. Click the  (Create icon) in the Icon Bar.
3. Select the Object Type.
    Note: Once the workflow instance is created, the object type cannot be edited.
   • Opportunity Application: Evaluation processes that can include evaluation, scoring, re-opening, rejecting, and approving submitted applications.
   • Grant: Evaluation processes most commonly used for pre-award organizational approval to submit or post-award organizational approval to request changes to grant.
4. Add the workflow instance Name.
5. Add the Description.
6. Add a Unique Identifier (optional).
7. Click Create.